2026 Guide: 9 Last-Minute Tax Moves You Still Have Time to Make
April 1, 2026
U.S. News & World Report, April 1, 2026
Dean Shahan, executive vice president and financial advisor at CapWealth, discusses strategies to decrease tax bills before the April 15 deadline, such as funding health savings accounts and contributing to IRAs with Maryalene LaPonsie in U.S. News & World Report. When considering what kinds of accounts to open, Shahan adds, “Some people think they can only do one or the other,” when choosing between an IRA and a workplace plan.
The financial trends to watch in 2026 bring real planning opportunities such as digital assets, estate law changes, cybersecurity, and charitable giving.
Tim Pagliara of CapWealth shares how retirees can outpace inflation by focusing on companies with strong cash flows and reliable dividend growth, in Barron’s.
CNBC Cures inspired Hillary to share her journey raising Ezzie, her daughter with rare spina bifida, and what it means for how she serves clients.
Rethinking market concentration in a new era of scale, where large-cap growth, AI investment, and index flows reshape diversification.
CapWealth’s Jennifer Horton says SpaceX’s IPO could reignite broader market listings, while cautioning rates may delay momentum, as featured in Money.com.
CapWealth’s Jennifer Horton advises waiting on SpaceX IPO shares, citing its sky-high $2 trillion valuation and potential volatility, in Wealth Management.
Structure your assets for long-term planning by understanding account titling, diversification, and beneficiary decisions within your financial strategy.
Tim Pagliara ranks #1 in Tennessee on Forbes 2026 lists, with CapWealth’s founder also earning a spot among America’s Top Wealth Advisors.
Tim Pagliara discussed the keys to investing success, which are asset allocation and security selection that depend on asset valuation and special situations.
